Financial Synergies Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-182	Closed	-$21.3K	–	253
2024 Q1	$21.3K	Sell	182 -37	-17%	-$4.12K	﹤0.01%	189
2023 Q4	$17.9K	Buy	219 +14	+7%	+$1.38K	﹤0.01%	145
2023 Q3	$19.4K	Hold	205	–	–	﹤0.01%	178
2023 Q2	$20K	Sell	205 -14	-6%	-$1.28K	﹤0.01%	172
2023 Q1	$19.4K	Hold	219	–	–	﹤0.01%	181
2022 Q4	$17.9K	Hold	219	–	–	﹤0.01%	145
2022 Q3	$17.6K	Sell	219 -7	-3%	-$630	﹤0.01%	132
2022 Q2	$18.9K	Buy	+226	New	+$20.7K	﹤0.01%	137

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Synergies Wealth Advisors's IUSG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 182 shares — an estimated $21.3K sold.

Financial Synergies Wealth Advisors first reported a position in IUSG in Q2 2022 and held it in 8 quarters. The position peaked at $21.3K in Q1 2024. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 182 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $21.3K.
Financial Synergies Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $21.3K in Q1 2024.
684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.